CIK: 0002055007
Total reported value
$129.1M
Reporting period: 2026-03-31 · Number of holdings: 38
Bradyco, Inc. disclosed 38 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $129.1M and a quarterly turnover rate of 56.4%.
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Bradyco, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, well below its 38 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.51), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 2.6 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Trim MSFT
+48.5% $1.7M
Trim AAPL
0.0% -$459.5K
Trim MKL
+0.7% -$449.5K
Trim MS
0.0% -$328.3K
Trim DIS
0.0% -$473.4K
Trim COST
+2.7% $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 21.21% | +21.21% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.05% | -4.52% | +48.54% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.75% | -1.66% | +49.10% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.64% | +7.64% | NEW | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.07% | -1.77% | +2.74% | |
| 6 | AAPL | Apple INC | Stock-Tech | 5.00% | -3.58% | — | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.89% | +3.89% | NEW | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.25% | -0.45% | — | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.23% | -2.35% | — | |
| 10 | MKL | Markel Group INC | Stock-Financials | 3.02% | -2.37% | +0.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +2.86% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -1.70% | +4.65% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | -0.80% | — | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.03% | -1.81% | — | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -1.13% | — | |
| 16 | PEP | Pepsico INC | Stock-Consumer Staples | 1.58% | -0.75% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -1.21% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -1.03% | — | |
| 19 | AXP | American Express Co | Stock-Financials | 1.19% | -1.14% | — | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.05% | -0.45% | — | |
| 21 | PANW | Palo Alto Networks INC | Stock-Tech | 1.01% | -0.85% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | -0.96% | -23.33% | |
| 23 | ANET | Arista Networks INC | Stock-Tech | 0.72% | -0.51% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.47% | +0.51% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.69% | -0.31% | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.68% | -0.33% | — | |
| 27 | LIN | Linde plc | Stock-Materials | 0.68% | -0.47% | -18.10% | |
| 28 | MORN | Morningstar INC | Stock-Financials | 0.64% | -0.67% | — | |
| 29 | ECL | Ecolab INC | Stock-Materials | 0.64% | -0.37% | — | |
| 30 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.58% | -0.50% | — | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | -0.25% | — | |
| 32 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.44% | -0.66% | -21.47% | |
| 33 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.43% | -0.49% | -23.62% | |
| 34 | NOW | Servicenow INC | Stock-Tech | 0.42% | -0.83% | -21.21% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.30% | — | |
| 36 | PAYX | Paychex INC | Stock-Tech | 0.29% | -0.28% | — | |
| 37 | MTB | M & T Bank CORP | Stock-Financials | 0.19% | -0.10% | +1.29% | |
| 38 | PYPL | Paypal Holdings INC | Stock-Financials | 0.16% | -0.16% | — |
Performance for Q3 2026
+0.5%
Performance Last 4 Quarters
+21.1%
Based on 57% of reported portfolio value with available pricing
Bradyco, Inc.'s most significant position changes for 2026-03-31: New buy: Berkshire Hathaway Inc-cl B (BRK-B); New buy: Alphabet Inc-cl C (GOOG); New buy: Berkshire Hathaway Inc-cl A (BRK-A); New buy: Alphabet Inc-cl A (GOOGL); Sold out: Progressive CORP (PGR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTB | M & T Bank CORP | -0.1% | +1.29% | Add |
| 2 | PYPL | Paypal Holdings INC | -0.2% | — | Unchanged |
| 3 | CL | Colgate-palmolive Co | -0.3% | — | Unchanged |
| 4 | PAYX | Paychex INC | -0.3% | — | Unchanged |
| 5 | WFC | Wells Fargo & Co | -0.3% | — | Unchanged |
| 6 | NVS | Novartis Ag-sponsored Adr | -0.3% | — | Unchanged |
| 7 | KO | Coca-cola Co/the | -0.3% | — | Unchanged |
| 8 | ECL | Ecolab INC | -0.4% | — | Unchanged |
| 9 | XOM | Exxon Mobil CORP | -0.5% | — | Unchanged |
| 10 | ETN | Eaton Corporation plc | -0.5% | — | Unchanged |
| 11 | LIN | Linde plc | -0.5% | -18.10% | Trim |
| 12 | IVV | Ishares Core S&p 500 ETF | -0.5% | +0.51% | Add |
| 13 | LOW | Lowe's Cos INC | -0.5% | -23.62% | Trim |
| 14 | DEO | Diageo Plc-sponsored Adr | -0.5% | — | Unchanged |
| 15 | ANET | Arista Networks INC | -0.5% | — | Unchanged |
| 16 | UNH | Unitedhealth Group INC | -0.7% | -21.47% | Trim |
| 17 | MORN | Morningstar INC | -0.7% | — | Unchanged |
| 18 | PEP | Pepsico INC | -0.8% | — | Unchanged |
| 19 | JNJ | Johnson & Johnson | -0.8% | — | Unchanged |
| 20 | NOW | Servicenow INC | -0.8% | -21.21% | Trim |
| 21 | PANW | Palo Alto Networks INC | -0.9% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | -1% | -23.33% | Trim |
| 23 | META | Meta Platforms Inc-class A | -1% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | -1.1% | — | Unchanged |
| 25 | AXP | American Express Co | -1.1% | — | Unchanged |
| 26 | V | Visa Inc-class A Shares | -1.2% | — | Unchanged |
| 27 | AMZN | Amazon.com INC | -1.7% | +49.10% | Add |
| 28 | JPM | Jpmorgan Chase & Co | -1.7% | +4.65% | Add |
| 29 | COST | Costco Wholesale CORP | -1.8% | +2.74% | Add |
| 30 | DIS | Walt Disney Co/the | -1.8% | — | Unchanged |
| 31 | MS | Morgan Stanley | -2.4% | — | Unchanged |
| 32 | MKL | Markel Group INC | -2.4% | +0.69% | Add |
| 33 | AAPL | Apple INC | -3.6% | — | Unchanged |
| 34 | MSFT | Microsoft CORP | -4.5% | +48.54% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 38 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 39 | PGR | Progressive CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | Amendment | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-16 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
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